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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund

92 hedge funds and large institutions have $733M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

10% more capital invested

Capital invested by funds: $668M → $733M (+$64.4M)

8% more funds holding

Funds holding: 8592 (+7)

4.68% more ownership

Funds ownership: 51.61%56.28% (+4.7%)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
2.67%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
20
Increased
24
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Suntrust Banks
Georgia
$208M +$13.7M +257,141 +7%
VA
2
Valmark Advisers
Ohio
$116M +$19.7M +370,971 +20%
DWM
3
Destination Wealth Management
California
$35.3M +$1.04M +19,540 +3%
MIS
4
Morningstar Investment Services
Illinois
$34.9M +$2.38M +44,798 +7%
Wells Fargo
5
Wells Fargo
California
$32.9M -$20.3M -381,773 -38%
LPL Financial
6
LPL Financial
California
$26.8M +$1.58M +29,856 +6%
Bank of America
7
Bank of America
North Carolina
$26.3M -$3.79M -71,370 -13%
CC
8
Curian Capital
Colorado
$22.1M -$330K -6,214 -1%
Allianz Asset Management
9
Allianz Asset Management
Germany
$21.2M +$21.3M +401,423 New
Morgan Stanley
10
Morgan Stanley
New York
$19.4M -$4.86M -91,516 -20%
TCT
11
TIAA CREF Trust
Missouri
$17.4M +$10.9M +205,316 +167%
MFP
12
Mosaic Financial Partners
California
$17M +$355K +6,688 +2%
TCM
13
Twele Capital Management
Minnesota
$15.2M -$5.84K -110 -0%
FT
14
Fiduciary Trust
Massachusetts
$13M -$226K -4,249 -2%
PA
15
Parkside Advisors
California
$10.3M +$10.3M +194,287 New
PA
16
Planning Alternatives
Michigan
$9.53M +$9.76M +183,944 New
DSN
17
D. Scott Neal
Kentucky
$8.28M +$8.31M +156,489 New
AIA
18
Arbor Investment Advisors
North Carolina
$7.98M -$1.1M -20,806 -12%
PPA
19
Parametric Portfolio Associates
Washington
$7.62M +$2.8M +52,756 +58%
AIM
20
Allen Investment Management
New York
$6.96M -$1.45M -27,338 -17%
LYV
21
Live Your Vision
Pennsylvania
$6.63M +$34.8K +655 +0.5%
RBCM
22
Raub Brock Capital Management
California
$6.55M +$75.5K +1,422 +1%
GA
23
Gateway Advisory
New Jersey
$5.91M -$237K -4,468 -4%
CMP
24
Courage Miller Partners
Virginia
$5.22M -$486K -9,159 -8%
MIM
25
Macroview Investment Management
Maryland
$5.19M +$212K +4,001 +4%